Elevate Capital Advisors’s Travelers Companies TRV Stock Holding History

Elevate Capital Advisors’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.19M	Sell	11,749 -3,602	-23%	-$1.32M	2.4%	9
2026 Q2	$5.07M	Sell	15,351 -1,846	-11%	-$559K	2.79%	10
2026 Q1	$5.02M	Sell	17,197 -1,131	-6%	-$331K	3.24%	7
2025 Q4	$5.32M	Buy	18,328 +1,052	+6%	+$296K	3.52%	3
2025 Q3	$4.82M	Sell	17,276 -226	-1%	-$60.5K	3.36%	3
2025 Q2	$4.68M	Sell	17,502 -1,058	-6%	-$279K	3.73%	2
2025 Q1	$4.91M	Sell	18,560 -649	-3%	-$162K	4.54%	1
2024 Q4	$4.63M	Buy	+19,209	New	+$4.8M	4.08%	4

Other funds holding TRV

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Elevate Capital Advisors's TRV Position: Q3 2026 in Review

Elevate Capital Advisors reduced its Travelers Companies (TRV) stake by 23% in Q3 2026, selling an estimated $1.32M and leaving 11,749 shares worth $4.19M. The position accounts for 2.4% of the portfolio, ranked #9.

Elevate Capital Advisors first reported a position in TRV in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.32M in Q4 2025. 1,197 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

Elevate Capital Advisors held 11,749 shares of Travelers Companies worth $4.19M as of Q3 2026.
Elevate Capital Advisors sold 3,602 Travelers Companies shares in Q3 2026, an estimated $1.32M.
Travelers Companies made up 2.4% of Elevate Capital Advisors's portfolio in Q3 2026, its #9 holding.
Elevate Capital Advisors first reported a position in Travelers Companies in Q4 2024 and has held it in 8 quarters since.
Elevate Capital Advisors's Travelers Companies position peaked at $5.32M in Q4 2025.
1,197 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Elevate Capital Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.